Compass Financial Services Inc Spdr Portfolio S&P 500 Value E Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 2025
A detailed history of Compass Financial Services Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Compass Financial Services Inc holds 8,257 shares of SPYV stock, worth $452,813. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,257
Previous 8,231
0.32%
Holding current value
$452,813
Previous $420 Million
2.82%
% of portfolio
0.21%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,156Shares Held
444MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio